Share Name Share Symbol Market Type Share ISIN Share Description
Cambria Auto LSE:CAMB London Ordinary Share GB00B4R32X65 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.00p -1.64% 60.00p 59.00p 61.00p 61.25p 60.00p 60.00p 1,380,363 14:00:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Retailers 644.3 11.3 9.2 6.5 60.00

Cambria Automobiles Share Discussion Threads

Showing 751 to 775 of 775 messages
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DateSubjectAuthorDiscuss
22/1/2018
14:33
I have added a link to the header.
effortless cool
22/1/2018
14:30
Many thanks, lullabite. Well worth a view/listen (it's a slide show with voiceover). It's a bit disconcerting that he speaks like a robot and mispronounces just about every proper noun he is faced with, but Bossert sets out a compelling long-term investment case for Cambria. It's worth listening to the Q&A at the end, too. https://www.youtube.com/watch?v=j-EGG07KRPA
effortless cool
22/1/2018
10:49
Theres an investment thesis of Cambria by Alex bossert in youtube
lullabite
22/1/2018
10:02
Some reasonable sized trades going through today.....continuing much higher than average volume over the past week or so....share price remains pretty static...... Thoughts?
jaf111
11/1/2018
09:02
Good point made in Marshalls RNS today. When comparing Q1 2018 new car regns to last year... "During the first quarter of 2017, the market benefitted from the impact of one-off changes to vehicle excise duties which led to some consumers accelerating purchase decisions to avoid higher excise duties and this will not be repeated in the first quarter of 2018". So I suspect the year on year comparisons, particularly in March 2018 are going to look quite grim for the sector.
mortimer7
05/1/2018
10:11
Looks like things are getting rough
lullabite
05/1/2018
09:13
152,473 New cars were registered in the UK for December 2017 as per SMMT figures issued today. This is down 14.4% on December 2016. Full year total regns for 2017 are 2,540,617 compared to 2016 total of 2,692,786 a decline of 5.7% year on year.
mortimer7
28/12/2017
03:06
Do you guys know why It took so long back in 2007 for lookers to achieve higher results that It has before the downturn?Im afraid this can happen to cambria And i would like to know your thoughts on this Thanks
lullabite
05/12/2017
09:10
New Car registration figures for November 2017 out this morning. Down 11.2% compared to last November to 163,541 units. 30.6% drop in diesel registrations following months of confusion and speculation about the government’s air quality plans and its policies towards diesel cars.
mortimer7
04/12/2017
08:52
Pendragon strategy update RNS this morning includes this in relation to UK New Car business:- "Premium brand franchise locations will be reduced over a three year period". So they appear to be doing the opposite to Cambria.
mortimer7
22/11/2017
10:56
Been a long term holder & advocate here. However, I'm increasingly concerned that they're overly focussed on this £1bn revenue target, which realistically can only be achieved through increased vehicle sales or acquisitions, neither of which sit well in the current market conditions. The strategy being adopted to achieve this seems to be through adding premium franchises to their portfolio. These require large amounts of capital commitment, illustrated by the figure of £29m outlay over 24 months cited in todays results. I accept longer term this may prove to be the correct strategy, but short term it's a large cash outlay. I'd prefer focus on maximising profit through Aftersales & Used units, not chasing turnover.
mortimer7
22/11/2017
10:09
Zeus; Adj. EPS +4% ahead, +10% YOY Cambria has delivered a robust FY 2017 performance, which was marginally ahead of our forecasts at the adjusted PBT level. We are maintaining our recently downgraded estimates on the back of these results as we anticipate a more difficult market backdrop across the sector particularly in new cars as we move into 2018 and beyond. That said, we remain confident in the medium-term investment case, the company has a strong balance sheet with some exciting new brand partnerships coming up in the near term. § Final results: Cambria has delivered a FY adjusted PBT of £11.3m, which compares to our forecast of £11.2m and is +6.6% YOY. Operating margins increased by 10bps during the year after it continued to benefit from overhead leverage. Operating costs as a % of revenue fell from 9.8% in 2016 to 9.5% in 2017 showing good cost control. Interest costs were £0.2m lower than we forecast, which helped to deliver the marginal beat to adjusted PBT. Adjusted EPS was +10.1% YOY and 4.4% ahead of our forecast, with the dividend bang in line with our forecast of 1.0p which was +11% YOY. § Key drivers: New vehicle revenue was +3.7% YOY, at £308.7m vs. £297.4m last year. This was a good performance in the context of a -11.7% drop in sales volumes. This was offset by a +25.7% increase in average profit per unit, which was enhanced by the strengthening brand mix. Used revenues were ahead in absolute terms on a YOY basis by 4.9%. Units sold declined by 6.1%, which was partly driven by the closure of Swindon Motor Park, which was a high volume used car operation. The gross profit fell by £0.2m in absolute terms to £23.5m, albeit the profit per unit increased by 5.6%. Aftersales revenue increased by 9% to £71.4m or +2.9% on a LFL basis, with gross profit improving 1.7% to £27.8m, which was a £1.2m positive movement. Aftersales margins were diluted by 180 bps during the course of the year as the parts component of the revenue mix increased. § Forecasts: We updated our forecast assumptions following our sector review, where we have made more conservative assumptions given the deteriorating market backdrop. Our net debt forecasts have been revised to account for the phasing of large capital projects that should complete in 2018E and 2019E. § Valuation: While trading conditions have no doubt got more difficult, we remain confident in the Cambria story longer term, and believe it remains well positioned to deliver £1bn+ of revenue over the medium term. As we are seeing across the sector at present, near term valuation multiples are depressed, and the current market capitalisation of the Group remains at odds with the >£80m invested freehold asset base.
davebowler
22/11/2017
08:06
I'll say it again if you like!
eggbaconandbubble
22/11/2017
07:17
Results no worse than expected.
eggbaconandbubble
22/11/2017
07:17
Results no worse than expected.
eggbaconandbubble
21/11/2017
10:53
Results day tomorrow I believe.
mortimer7
06/11/2017
09:16
SMMT figures out today for October UK New car Registrations. Down 12% compared to October 2016, citing low consumer confidence & lack of clarity in government policy on diesels as significant factors.
mortimer7
05/10/2017
16:43
Fwiw a big broker downgrade to forecasts on CAMB today. I think circa 20%.
horndean eagle
05/10/2017
08:07
The UK new car market declined in September, with 426,170 new units registered, according to figures released today by the SMMT. Registrations fell by 9.3% vs September 2016. Looks like the Motor retailers will be increasingly reliant on the Aftersales & Used car revenue for the forthcoming months.
mortimer7
26/9/2017
18:14
Up quite a bit lately. Anyone adding
swiss paul
05/9/2017
08:13
Figures are out from SMMT this morning for new car registrations in August. Total 76,433, which is a decrease of 6.4% compared to August 2016. SMMT commented: "August is typically a quiet month for the new car market as consumers and businesses delay purchases until the arrival of the new number plate in September. With the new 67-plate now available and a range of new models in showrooms, we anticipate the continuation of what are historically high levels of demand". Cambria Autos also issued their trading update today - Trading for the 11 months to 31 July 2017 is in line with expectations. https://www.investegate.co.uk/cambria-automobiles--camb-/rns/trading-update-and-notice-of-preliminary-results/201709050700037906P/
mortimer7
04/8/2017
08:14
The SMMT figures for UK new car registrations for the month of July have been issued this morning. Registrations are down 9.3% year on year at 161,997, back to levels last seen in July 2013. Diesel regns were down 20.1%, Alt. Fuels vehicles up 64.9%, Petrol down 3%. So looks like Used vehicles & Aftersales focus is going to be key for Motor retailers for a while. But considering the vehicle parc that has been built up over recent years & the acquisitions made this should not be too big an issue IMO. SMMT CEO Commented "While it’s encouraging to see record achievements for alternatively fuelled vehicles, consumers considering other fuel types will have undoubtedly been affected by the uncertainty surrounding the government’s clean air plans. It is important to remember that there are no plans to charge drivers using the latest Euro 6 models and no proposed bans for conventional petrol and diesel vehicles for some 23 years. The lower demand in recent months will inevitably mean competition from manufacturers will intensify and it will be a good opportunity for consumers to get a great deal on their next car, with many exciting new models launched in the coming months".
mortimer7
05/7/2017
08:05
Figures are out from SMMT this morning for new car registrations in June. Total 243,454, which as expected by the market is a decrease of 4.8% compared to June 2016. However, the 6 months to June total still represents the 2nd highest half year total ever recorded.
mortimer7
05/6/2017
08:08
The anticipated dip in new car registrations was confirmed for the month of May this morning as SMMT figures show a drop compared to May 2016:- "UK new car demand falls -8.5% in the month as buyers hold back ahead of June general election, with 186,265 cars registered"
mortimer7
12/5/2017
20:02
Any feedback from anyone regarding davidosh's meeting and call?
effortless cool
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